Apple is pushing spending away from mobile. Unsurprisingly, iOS users are opting not to be tracked which has led to an exodus of marketing money from iOS which does not appear to be going to Android but instead returning to where it came from. Data from Branch Metrics Inc. indicates that less than 33% of iOS users agree to be...
AT&T admits that it can’t compete. By selling its Network Cloud platform to Microsoft and moving all of its 5G core over to Azure, ATT is admitting that it cannot compete in this area and is looking to lower its costs as much as it possibly can to compete on the cost of packets. This is in line with its...
Facebook sponsored report is very misleading. Comscore’s latest study seems to indicate just how dominant Apple and Google are on their own platforms but I think this is very misleading as RFM’s research tools quickly point out how much more balanced the real situation is. Comscore’s study surveyed 4,000 people in the USA along with the data that it gathers...
Samsung sets the tone for the supercycle. Samsung’s strong results herald a super cycle in semiconductors that will look fantastic on the way up but is likely to be just as painful on the way down. Q3 2021 revenues / operating income were KRT63tn / KRT12.5tn nicely ahead of consensus of KRT59.9tn / KRT10.6tn. However, as is usual with this...
ByteDance is not selling the crown jewels. While it would appear that ByteDance is making its crown jewels available to all and sundry, a look through the offering reveals that in all likelihood, the critical stuff is being kept in-house. This is exactly the same as Google making the nuts and bolts of its AI available but keeping the...
China shoots itself in the foot. China is moving to punish Chinese companies that are listed overseas or have large foreign shareholders in a damaging move that will ultimately damage the development of technology in China handing an advantage to the USA. China is expanding its probe of Didi both in terms of severity and in terms of the...
NHTSA takes aim at Tesla. The NHTSA (US vehicle safety authority) has ordered that all crashes that involve vehicles that are equipped with Level 2 and above autonomous driving systems must be reported in what can only be a warning shot across Tesla’s bows. A level 2 autonomous driving system is basically adaptive cruise control with lane-centering capability which is...
Microsoft tries to break with its relentless history. Microsoft is attempting to break with a new version of Windows that delivers a new look and feel as well Android apps on the desktop but in an unwitting nod to history, the launch was not without problems. For 25 years, Microsoft has followed a good OS with a bad one and...
The government needs to do better. The dismissal of the two anti-trust cases against Facebook is not the end of the story as the US government lost for no other reason than that it did a very poor job of making its case. In December 2020, the FTC and 46 US states both filed complaints alleging antitrust behaviour to the...
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Didi – Blood in the water.
Sharks gather to capitalise on Didi’s woes. The brutal suspension of Didi’s app has left the door wide open for all of Didi’s previously crushed rivals to emerge and have another go at taking pieces of Didi’s business and its assets (drivers). This is far more dangerous than it sounds because in network-based businesses such as these, once dominance has...